Pat & Corby were incredibly helpful in the successful sale of our business. They also helped us prepare for all of items we just didnt know that we needed to do to prepare for our future and a successful retirement plan. This was an incredible experience. The personal commitment that we received from Pat & Corby were way beyond what we expected. Anyone considering selling their business should start preparing years in advance to increase the value of their company with ENNIS Legacy Partners.
— Client Quote

Plan Now And Exit On Your Own Terms And Conditions

 

Complete our FREE ExitMap Assessment and receive a Report with Business Exit Readiness Scores in the following Key Planning Areas:

Finance: The current state of preparedness in understanding business value and tax issues.

Planning: Current progress in preparing successors, emergency plans and a post-ownership vision.

Revenue/Profit: A look at how business trends will appear to potential buyers and lenders.

Operations: The preparedness of your client's employees, systems and processes for new leadership.
 

When owners wait to plan their exits until they’re ready to exit, they often find that their companies are not ready for their exits.
— Elizabeth Mower, J.D., The Business Enterprise Institute

 
ExitReadiness-Baseplan.Logo.png
 
 

There is much at stake when and how you execute your business exit...

  • The control, purpose, and significance you've realized and enjoyed as a business owner.

  • Financial goals & security.

  • Past, present, and future impact of your business.

  • Values-based and legacy goals.

The EXITREADINESS BASEPLAN is right for business owners who realize they need a business succession plan or exit strategy for all that's at stake...but...

  • You don't know how to get started with business succession planning or exit strategy and what advisors you will need.

  • You're within 1-10 years of exiting your business but limited time for planning.

  • You need help clarifying your exit goals and the ideal exit route for your situation.

  • You want to know if your business would attract buyers and is sellable.

  • You want to know where the gaps are in your personal planning and business readiness for the exit route you’ve chosen.

Our Certified Exit Planners will Assess your Personal and Business Readiness for exit and provide a 360-Day Action Plan and a recommended 90-Day Sprint.

  • 3-4 month engagement / Business owner invests approximately 30-40 hours in planning process.

  • Sole owner = $12,000 / $2000 per additional owner.

Learn more about the BASEPLAN Process


Project Management And Plan Design

 

Designing and implementing a successful business exit strategy is much like constructing a large building.

It requires a team of experts to design and implement the plan...and someone in the role of Project Manager...

  • Do you have the desire, experience, and expertise to lead and manage the project?

  • Would one of your current advisors be willing and equipped to manage the project rather than focusing on their area of needed expertise? It is typically wise to have needed advisors to be focused on their area of expertise.

There is much at stake and so we believe an owner is best served when they engage a Certified Exit Planner (CExP™ / CEPA) who is equipped and able to coordinate and manage your Advisory Team in a process of...

  1. DISCOVERY OF OWNER-BASED GOALS FOR EXIT

  2. ASSET GAP ANALYSIS

  3. ASSESSMENT OF BUSINESS AND PERSONAL EXIT READINESS

  4. PLAN DESIGN FOR CHOSEN EXIT ROUTE

  5. PLAN IMPLEMENTATION

Our differentiators include…

  • Our capability and willingness to manage a comprehensive business exit strategy project.

  • Our skill and experience in the “soft skills” required for effective clarification of “your why” and goals pertaining to your eventual exit.

  • Our approach of continually having in view your personal goals and the past, present, and future impact of the business. There is much at stake.

  • Our emphasis on business value acceleration in the comprehensive exit planning process. An owner with a transferable business has more options for life and exit.

  • Our ability to integrate a biblical perspective in the planning process if desired.

Fee is based on business revenue and the number of business owners.

Approximately 6-18 month engagement.

 

The Earlier You Start Preparing For An Exit, The More Likely It Is That You’ll Have A Happy One
— Bo Burlingham, Finish Big

Contact Us

For additional information or engaging our services.

 
Full Name *
Full Name